API
ESPR

Asset Planning Inc’s Esperion Therapeutics ESPR Stock Holding History

Asset Planning Inc’s Portfolio ESPR Stock Details ESPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.84K Hold
900
– – ﹤0.01% 295
2026
Q1 		$2.47K Hold
900
– – ﹤0.01% 274
2025
Q4 		$3.33K Hold
900
– – ﹤0.01% 267
2025
Q3 		$2.38K Hold
900
– – ﹤0.01% 273
2025
Q2 		$886 Hold
900
– – ﹤0.01% 278
2025
Q1 		$1.3K Hold
900
– – ﹤0.01% 289
2024
Q4 		$1.98K Buy
+900
New +$2.1K ﹤0.01% 288

Other funds holding ESPR

GCL
Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TC
Trium Capital London, United Kingdom $163M AUM 45.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
OBAM
ODDO BHF Asset Management Paris, France $2.16B AUM 43.32% 1-Year Est. Return

Asset Planning Inc's ESPR Position: Q2 2026 in Review

Asset Planning Inc held its Esperion Therapeutics (ESPR) position steady in Q2 2026 at 900 shares worth $2.84K. The position accounts for ﹤0.01% of the portfolio, ranked #295.

Asset Planning Inc first reported a position in ESPR in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.33K in Q4 2025. 191 funds tracked by Wall St. Rank hold ESPR as of Q2 2026.

  • Asset Planning Inc held 900 shares of Esperion Therapeutics worth $2.84K as of Q2 2026.
  • Asset Planning Inc left its Esperion Therapeutics share count unchanged in Q2 2026.
  • Esperion Therapeutics made up ﹤0.01% of Asset Planning Inc's portfolio in Q2 2026, its #295 holding.
  • Asset Planning Inc first reported a position in Esperion Therapeutics in Q4 2024 and has held it in 7 quarters since.
  • Asset Planning Inc's Esperion Therapeutics position peaked at $3.33K in Q4 2025.
  • 191 funds tracked by Wall St. Rank held Esperion Therapeutics as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.